microsoft excel workshop objectives basics · to create a new spreadsheet 1.open excel 2.you should...

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1 Microsoft Excel Basics Hands-On Workshop Spring 2006 www. hawaii . edu/kccceltt Workshop Objectives 1. Recognize and use basic parts of the Excel screen 2. Navigate around a worksheet’s cells with the tab key and mouse 3. Make a new worksheet with headings, text, numbers and the sum function 4. Use the autofill feature Basic Vocabulary www. hawaii . edu/kccceltt Some Basic Terms • Spreadsheet Electronic ledger • Workbook An Excel file Like a Word document • Worksheet Digital equivalent to a three-ring binder One sheet is like a page of a Word document

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Page 1: Microsoft Excel Workshop Objectives Basics · To Create A New Spreadsheet 1.Open Excel 2.You should automatically get a new Workbook 3.Give it a name 4.Start Typing! A New Blank Workbook

1

Microsoft ExcelBasics

Hands-On WorkshopSpring 2006

www.hawaii.edu/kccceltt

Workshop Objectives1. Recognize and use basic parts of the Excel

screen2. Navigate around a worksheet’s cells with the

tab key and mouse3. Make a new worksheet with headings, text,

numbers and the sum function4. Use the autofill feature

Basic Vocabulary

www.hawaii.edu/kccceltt

Some Basic Terms• Spreadsheet

– Electronic ledger• Workbook

– An Excel file– Like a Word document

• Worksheet– Digital equivalent to a three-ring binder– One sheet is like a page of a Word document

Page 2: Microsoft Excel Workshop Objectives Basics · To Create A New Spreadsheet 1.Open Excel 2.You should automatically get a new Workbook 3.Give it a name 4.Start Typing! A New Blank Workbook

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A Sample WorkbookWorkbook name

2 Worksheet Tabs

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Some Basic Terms• Cell

– The intersection between a column and a row– A rectangle in which you type data

• Cell Reference– The name of a cell– Columns use letters– Rows use numbers

A Sample Workbook

Cell I2Cell A4

Cell D18

Cell Reference??

What’s the Cell Reference for thehighlighted cell??

Page 3: Microsoft Excel Workshop Objectives Basics · To Create A New Spreadsheet 1.Open Excel 2.You should automatically get a new Workbook 3.Give it a name 4.Start Typing! A New Blank Workbook

3

www.hawaii.edu/kccceltt

Some Basic Terms

• Active Cell– The current cell– Where data will go when you type– Indicated by the name box

The Active Cell

The Active Cell

Notice the bold blackborder around it.

The Active Cell & The Name Box

The Name Box

Tells you what the active cellis.

Use it to move to anothercell.

Let’s Make A Worksheet!

A Budget Example

Page 4: Microsoft Excel Workshop Objectives Basics · To Create A New Spreadsheet 1.Open Excel 2.You should automatically get a new Workbook 3.Give it a name 4.Start Typing! A New Blank Workbook

4

www.hawaii.edu/kccceltt

To Create A New Spreadsheet

1. Open Excel2. You should automatically get a new

Workbook3. Give it a name4. Start Typing!

A New Blank Workbook

3 Worksheet Tabs

Name is Book1until you save it

and give it a name.

Save It and Name It Budget1. File Menu

2. Save Command

Save It and Name It Budget

1. Type “Budget” 2. Click on Save

Page 5: Microsoft Excel Workshop Objectives Basics · To Create A New Spreadsheet 1.Open Excel 2.You should automatically get a new Workbook 3.Give it a name 4.Start Typing! A New Blank Workbook

5

Moving Around A SpreadsheetArrow keys:

Enter:Shift + Enter:

Tab:Shift + Tab:

Alt + Enter:

Moves one cell right, left, up or down

Moves down one cellMoves up one cell

Moves right one cellMoves left one cell

Puts hard return in current cell

Type What You See Here

Let’s Add the Months: TypeONLY January

1. Click on C3

2. Type “January”

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Using AutoFill vs. Copy & PasteCopy and Paste1. Select Text2. Ctrl + C (copy)3. Move Pointer4. Ctrl + V (paste)

AutoFill1. Move pointer over

handle2. When pointer turns

into the black plussign, click and drag

Page 6: Microsoft Excel Workshop Objectives Basics · To Create A New Spreadsheet 1.Open Excel 2.You should automatically get a new Workbook 3.Give it a name 4.Start Typing! A New Blank Workbook

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Using AutoFill vs. Copy & Paste

Fill Handle

AutoFill Increments the Months!

Autofill will incrementany label that is:•A date•A mix of text and a number

•E.g. Day 1, Student 1

Use AutoFill for a Simple Copy

• Add salary for January• Use AutoFill to fill from January to March

• You can AutoFill one cell at a time likethis, or a set of cells (we’ll do this later).

Practice!

• Add Craft Fair income for January• Use AutoFill to fill from January to March

Page 7: Microsoft Excel Workshop Objectives Basics · To Create A New Spreadsheet 1.Open Excel 2.You should automatically get a new Workbook 3.Give it a name 4.Start Typing! A New Blank Workbook

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On To The Expenses!

• Add Expense figures ONLY for January.• We’ll use AutoFill to copy all of January’s

data to February and March.

Use AutoFill on Several Cells• Move mouse pointer to cell C8• When you see the WHITE plus sign, Click and

drag over cells C8, C9, and C10 to select them.• Click and drag the Fill Handle to copy the

contents to February and March.• *Be sure the mouse pointer is a BLACK plus

sign!

When the AutoFill is Done…

• You should see this.• Change the numbers for Feb. and March if

you wish.

A Simple Function

Functions are preset commonmathematical equations.

Page 8: Microsoft Excel Workshop Objectives Basics · To Create A New Spreadsheet 1.Open Excel 2.You should automatically get a new Workbook 3.Give it a name 4.Start Typing! A New Blank Workbook

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Add Labels for the Totals

1. Type the label TOTAL INCOME in A62. Type TOTAL EXPENSES in A11

Add A Simple Function

1. Click on cell C62. Click on AutoSum button (looks like )

The AutoSum Feature

1. Excel inserts a function2. Hit ENTER to accept

Copy the Functions to D6 and E6

• Use AutoFill• It pastes the function and changes the

cell references to reflect the newcolumns (D and E)

Page 9: Microsoft Excel Workshop Objectives Basics · To Create A New Spreadsheet 1.Open Excel 2.You should automatically get a new Workbook 3.Give it a name 4.Start Typing! A New Blank Workbook

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How Can We See the ActualFunctions instead of their values?

• Click on a cell like D6• Look at the Formula Bar

Formula Bar

How Can We See the ActualFunctions instead of their values?

• Another method is to go to the FormulaView

• Hold the Ctrl Key down• Press this key:

• Do that again to go back to other view.

The Formula View

• To go back to other view:• Hold down Ctrl key and press

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Practice Using The AutoSumFeature

• Go to C11 and press the AutoSum button• AutoFill it to D11 and E11• Check it by going to the Formula View

• Save your work! (Ctrl + S is a shortcut)

Page 10: Microsoft Excel Workshop Objectives Basics · To Create A New Spreadsheet 1.Open Excel 2.You should automatically get a new Workbook 3.Give it a name 4.Start Typing! A New Blank Workbook

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The Final Product

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What We’ll Do Next Time

• Formatting the dollar amounts• Conditional formatting• Change column widths and row heights• Using professional looking AutoFormats

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That’s All For Now!• We invite you to attend other CELTT sessions.• Check the bulletin: http://news.kcc.hawaii.edu/• Check the CELTT website for handouts &

additional material: www.hawaii.edu/kccceltt